Google reviewers rate Valorem Financial 4.8 out of 5 based on thirty reviews, with the owner not responding to any feedback. Clients frequently praise the team for clear communication, transparency regarding fees and strategies, and personalized assistance with retirement planning and account management. The service is described as patient, organized, and responsive, with many clients citing long-term relationships and clear explanations of financial concepts. However, two one-star reviews criticize the firm for terrible customer service, indicating a potential inconsistency in client experience despite the overall high satisfaction.
Google rating: 4.8 out of 5 from 30 reviews (93% five-star).
Reviews on this page: 30 Google reviews (18 with written comments).
Owner responses: the business replied to 0% of reviews.
Reviews from Google, shown as published (original wording, unedited).
SS
Scott Stevens2 reviews
★★★★★
I have been working with Kim Gieseler and her fantastic team at Valorem Financial (Dominic, Renee, Lujane, Jamie) for 10+ years and it was the best decision I ever made with regards to my retirement future. She is the best Financial Planner and Advisor there can be! From day one, Kim is very organized and methodical in the things that need to get done to continue to build and maintain my retirement portfolio. I especially appreciate the time in explaining to me all of the financial ins and outs and why something was being done the way it was. Communication has always been stellar between Kim and her team with me which is a huge plus. Basically I would not be in the position that I am in today with regards to my retirement financials if it wasn't for Kim and her team. I have complete trust in the job being done and I can't say enough good things about Kim and her team. They are really a part of the family now. Highly recommend this great company for fulfilling your retirement planning and advising needs!
My experience with Valorem has been exceptional. From day one, Dominic and the team took the time to understand my financial situation and have remained committed to my goals ever since.
In my opinion, what really sets Valorem apart from the rest is their transparency. They communicate openly about strategies, fees, and performance, so that I always feel informed and confident in every decision.
What truly impresses me is their ability to balance short-term needs with a clear long-term vision, and their tailored approach to achieving each. I cannot recommend Valorem and Dominic highly enough.
I have been working with Kim for many years and followed her to Valorem when she started the business. They provide great advice for our current financial situation as well as help us plan our retirement. When I got married my husband moved all his accounts over to Valorem. Great family orientated business!
We have been extremely satisfied working with the team at Valorem Financial from the very beginning. Years ago, my wife found Kim and followed her to Valorem, and after seeing how positive that experience was, I eventually moved my own 401(k) over as well. It’s been one of the best financial decisions we’ve made.
Kim has an incredible way of explaining things clearly and simply, so we actually understand where we’ve been, where we are, and where we’re headed. That kind of clarity brings real peace of mind. More than an advisor, Kim is also a friend.
We’re now confidently looking forward to a comfortable retirement, and that is truly thanks to the guidance and support from the entire Valorem team. Highly recommend!
We love the team that is putting our retirement plan together! They explain everything and more than once if we need it. They are tailoring their approach to accommodate us and making our dreams come true!!
Kim is so kind and patient with all of our questions, concerns, and celebrations. Her knowledgable responses keep us informed and confident as we naviage our next financial chapter. Thanks!
